Contact person: Business Client

Phone:Show

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Location: San Antonio, United States

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"Project Overview

We are seeking a developer (or small team) to build a custom, web-based proposal and sales presentation platform for a pest control and wildlife management company.

The system must allow our technicians and office staff to quickly create professional, visually engaging, interactive proposals that clearly explain findings, present required and optional solutions, calculate pricing automatically, and guide customers to confidently approve work.

This software will replace static PDFs and manual proposal writing with a guided, structured, and automated workflow tailored to home services.

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Core Objectives
• Drastically reduce proposal creation time
• Standardize pricing and service explanations
• Improve customer understanding and trust
• Increase approval rates through clarity and follow-ups
• Support complex service options (wildlife exclusion, rodent control, termite treatments, attic remediation)

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User Roles
• Admin / Owner – full system access, pricing, templates, automation
• Technicians / Sales – create and send proposals
• Office Staff – manage customers, follow-ups, and records

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System Components & Features

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1. Admin Configuration Panel

Admins must be able to fully configure the system without developer involvement.

Service & Pricing Library
• Create reusable service line items
• Pricing types:
• Flat rate
• Per linear foot
• Per square foot
• Per unit / quantity
• Optional rules:
• Minimums
• Quantity multipliers
• Bundled pricing

Proposal Templates
• Templates per service type (Rodent, Wildlife, Termite, Attic, General Pest)
• Each template includes structured sections:
• Inspection findings
• Required services
• Optional upgrades
• Warranty information
• Terms & conditions
• Ability to mark items as:
• Required
• Highly recommended
• Optional

Package Rules
• Support tiered packages (example: Basic / Standard / Premium)
• Enforce rules such as:
• Customer must choose one package
• Customer may select multiple add-ons
• Certain items cannot be deselected

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2. Guided Proposal Builder (Technician Workflow)

Proposal creation should follow a step-by-step wizard to prevent mistakes and omissions.

Workflow Steps
1. Select or create customer
2. Choose proposal template
3. Enter property details (square footage, linear footage, quantities)
4. Select required services
5. Add optional upgrades or packages
6. Attach photos, videos, or diagrams
7. Review and send proposal

Validation Rules
• Required fields must be completed before sending
• Required services cannot be removed
• Pricing auto-calculates in real time

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3. Visual Diagram & Property Mapping Tool

A built-in diagram system is required to visually explain findings and solutions.

Diagram Capabilities
• Use satellite or map view as a background
• Draw lines and shapes to represent:
• Perimeters
• Roof lines
• Fence lines
• Add icons for:
• Entry points
• Damage
• Droppings
• Nesting areas
• Attach photos to each marker
• Auto-calculate approximate linear footage

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4. Customer Proposal Experience (Front-End)

Customers receive a mobile-friendly, web-based proposal link (not just a PDF).

Customer View Includes
• Company branding (logo, colors)
• Intro section (optional video message)
• Clear explanation of findings
• Side-by-side service options
• Visual diagrams and photos
• Warranty and service agreement
• Accept / Decline buttons
• Digital acknowledgment or signature (optional)

Customer Actions
• Select service options
• Approve proposal
• Decline proposal
• Leave notes or questions

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5. Automated Follow-Up System

The platform must support automated communication for unapproved proposals.

Automation Rules
• Trigger follow-ups if proposal not accepted
• Example schedule:
• 24 hours after send
• 3 days after send
• 7 days after send
• Follow-ups stop automatically when:
• Proposal is accepted
• Proposal is declined
• Track:
• Proposal views
• Customer activity

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6. Document & Form Builder

The system must support compliance-based documents and inspection forms.

Form Capabilities
• Custom form builder with:
• Text fields
• Dropdowns
• Checkboxes
• Photo uploads
• Signatures
• Conditional logic (show fields based on answers)
• Required fields enforcement

Document Output
• Generate professional PDFs from completed forms
• Attach forms to proposal records
• Maintain version history for legal clarity

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7. PDF Generation & Records
• Automatically generate a PDF snapshot when:
• Proposal is sent
• Proposal is accepted
• PDFs must be:
• Branded
• Time-stamped
• Non-editable
• Store proposal history per customer

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8. Integrations & Architecture
• API-first design preferred
• Webhooks for events such as:
• Proposal sent
• Proposal viewed
• Proposal accepted
• Proposal declined
• Designed for future integrations with:
• CRM systems
• Payment processors
• Scheduling tools

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9. Branding & Customization
• Company logo and color customization
• Ability to adjust layout styling
• Modular system for future service lines

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Technology Preferences (Flexible)
• Web-based SaaS architecture
• Mobile-responsive
• Secure user authentication
• Scalable backend
• Clean, modern UI

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Project Phases

Phase 1 (MVP)
• Proposal builder
• Templates
• Pricing logic
• Customer approval
• PDF generation

Phase 2 (Advanced)
• Diagram tools
• Automations
• Form builder
• API integrations

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Success Criteria
• Technicians can build a proposal in under 10 minutes
• Customers clearly understand services and pricing
• Higher approval rates due to clarity and professionalism
• System is extensible and scalable

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Summary Statement for Freelancers

This project is not a simple PDF generator. It is a sales enablement and proposal presentation platform designed specifically for service businesses that require education, visuals, structured pricing, and automation to close higher-value jobs efficiently." (client-provided description)